See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,561 | $60,022-97.4% | $88,946-98.2% | $84,808-98.2% |
| Participation rate | 80.8% | 57.8%+22.9pp | 68.8%+11.9pp | 68.3%+12.5pp |
| Annual return | 18.75% | 22.43%-3.7pp | 57.82%-39.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $497 | $1,703-70.8% | $2,555-80.5% | $2,631-81.1% |
| Participant deferral / active EE | $627 | $3,114-79.9% | $4,581-86.3% | $4,212-85.1% |
| Admin fee / account holder | $593 | $4,811-87.7% | $8,261-92.8% | $7,344-91.9% |